Ebor Charitable Trust
Jackson, WY
$49m in 4 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 0.8% of the portfolio this quarter.
Value
$49m
Stocks
4
Top 10 share
100.0%
Turnover
0.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTI56.1% of the fund+5%
- Vanguard Tax-Managed FDSVEA24.2% of the fund+6%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVTI
- Share
- 56.1%
- Value
- $28m
- Shares
- 97,901
+5%
- Vanguard Tax-Managed FDSVEA
- Share
- 24.2%
- Value
- $12m
- Shares
- 226,810
+6%
- Blackrock
- Share
- 10.8%
- Value
- $5m
- Shares
- 102,985
Held
- Blackrock
- Share
- 8.9%
- Value
- $4m
- Shares
- 43,321
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 56.1% | $28m | 97,901 | +5% |
| Vanguard Tax-Managed FDSVEA | 24.2% | $12m | 226,810 | +6% |
| Blackrock | 10.8% | $5m | 102,985 | Held |
| Blackrock | 8.9% | $4m | 43,321 | Held |
Over time and by industry
Value over time
Sep '25
Value is down 1.3% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.